Podcast #59: Why do clients choose to HIRE a professional adviser? With Morningstar’s Samantha Lamas and Danielle Labotka

Back in August on IFA Talk episode #52, Brandon and Sue had an excellent conversation about why clients decide to fire their adviser. It was one of our top three most popular podcasts this summer in terms of listeners – you might remember it? 

And they’re back! 

We’re delighted to say that their two guests back then, Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist at Morningstar, have returned to discuss yet another element of their research with Sue and Brandon. 

This time, Samantha and Danielle have been delving into the reasons why clients might decide to HIRE a professional financial adviser in the first place. 

Today’s conversation explores how emotional factors as well as others, play a big part in a client’s decision-making process. It also offers up great practical tips on some of the steps you can take to ensure that when it comes to client acquisition, you’re not missing a trick. 

Listen to the conversation here 

Click here to listen on Spotify

Click here to listen on Apple Podcasts

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.